Mobile Filters

Prerequisites

  • To use Mobile Filters, you need the following licenses:

  • To use Mobile Filters, you must:

  • To use Mobile Filters, you need:

    • FX E-Ticketing minimum permissions

    • Access to the Admin Portal

      Access to the Admin Portal is available to anyone with the ability to edit or update your org’s Static Resource files. This access can only be granted through Permission Sets to users with a Salesforce license.

      1. From Setup, enter "Permission Sets" in the Quick Find box, then select Permission Sets

      2. Click the link for the Permission Set Label you need to modify

      3. Scroll to the bottom of the page and select System Permissions

      4. Click Edit Properties

      5. Mark the Enabled checkbox for Customer Application

      6. Click Save

Basics

  • Use Mobile Filters to display only relevant options to FieldFX Mobile users when they select a lookup field.

  • Filters are used in both FieldFX Back Office and FieldFX Mobile, but the filters are maintained separately.

  • Filters already defined for FieldFX Back Office can be imported for use in FieldFX Mobile.

Getting There

  • Mobile filters can be created, viewed, and modified from the Admin Portal.

  • Go to https://admin.fieldfx.com, select to work in either a Production org or Sandbox org, then login with the org’s credentials.

  • From the Admin Portal’s Dashboard, select Mobile Filters.

    Screenshot of the two options available when first entering the Mobile Filters tool

How it Works

  • Mobile Filters apply rules with a FieldFX Mobile user selects a lookup field on an object.

  • Only selections that meet the filter rules display to the user, helping the user quickly make an accurate selection for the field.

  • Admin Portal users can :

    • Import the lookup filters created for FieldFX Back Office users to make them available to users in FieldFX Mobile.

    • Create filters for lookup fields that exist on objects but do not yet have mobile filters in place.

    • View, modify, or delete lookup filters that already exist for FieldFX Mobile users.

Considerations

The Admin Portal tool is for lookup filters for FieldFX Mobile only.

The filters created in this tool have no impact to the data that displays for lookup fields for FieldFX Back Office users.

Separate lookup filters can be created for FieldFX Back Office.

  • The lookup field must already exist on the object.

  • The user must have permission to the object, the field and the record.

  • Sync rules impact the data that is available for the lookup field for the FieldFX Mobile user. If the data does not sync to the user’s device, it cannot display to the user.

  • Lookups to Transactional Objects are not supported.

    Transactional objects include:

    • Job

    • Ticket

    • Ticket Item

    • Ticket Log

    • Price Book

    • Quote

    • Quote Item

    • FX Forms

    • Master-Detail children of FX Forms

Step-by-Step

Import Existing Lookup Filters from FieldFX Back Office

  1. Go to https://admin.fieldfx.com, select whether you are working in a Production or Sandbox org, then log in with the org’s credentials

  2. From the Mobile Tools section, select Mobile Filters

  3. Under Option 2, select Import

  4. Select the Object(s) whose lookup filters for FieldFX Back Office you want to import

    • Use the search field at the top of the dialog to find a particular object.

    • Use the checkbox to the left of Object Name to select all objects for importing

  5. Click Next

  6. Select the Lookup Field Name(s) whose FieldFX Back Office filters you want to import

    • Use the search bar to limit the fields that display by object.

    • Select the checkbox next to Lookup Field Name to select all of the listed fields.

      The lookup field must already exist on the object.

  7. Click Import

    The lookup field filters are imported for use in FieldFX Mobile, and you are returned to the Mobile Filters main page.

View or Modify an Existing Lookup Filter

  1. Go to https://admin.fieldfx.com, select whether you are working in a Production or Sandbox org, then log in with the org’s credentials

  2. From the Mobile Tools section, select Mobile Filters

  3. Under Option 1, click the dropdown and select the sObject that contains the lookup field

    Type characters into the dropdown field to limit the objects that display

  4. From the left side of the screen, select the lookup field to display

    Screenshot of selecting a lookup field in the Mobile Filters tool

  5. The details of the filters for the selected lookup field display and can be modified.

    • Click Save to update the filters with any changes.

    • Click Reset to discard any changes and reload the filters from the existing file.

      Mobile Filters tool with arrow pointing to the Reset and Save buttons

Add New Lookup Field for use in Mobile Filters

These instructions create mobile filters for an existing lookup field. They do not create the lookup field on the object.

The lookup field must already exist on the object prior to creating the Mobile Filters.

  1. Go to https://admin.fieldfx.com, select whether you are working in a Production or Sandbox org, then log in with the org’s credentials

  2. From the Mobile Tools section, select Mobile Filters

  3. Under Option 1, click the dropdown and select Add a new filter

    Type characters into the dropdown field to limit the objects that display

  4. Make the following entries:

    • Object: Select the object that has the lookup field you want to add a mobile filter for

    • Lookup: Select the lookup field

      Only existing lookup fields without mobile filters display.

      You can type characters into either field to search within the available options.

  5. Click Create

    A blank filter criteria screen displays.

Navigating the Filters Screen

Screenshot of the Mobile Filters screen with the navigation elements in focus

  • Select the FX logo to return to the Admin Portal Dashboard

  • Select the profile icon to view information about the current Mobile Filters session

  • Select the Home icon to return to the Mobile Filters main page

  • Use the Object dropdown to display lookup fields for a different object

  • Click New to create new Mobile Filters for a lookup field from the selected object that does not have mobile filters

    The lookup field must already exist on the selected object.

  • Click Import to create Mobile Filters based on the lookup filters for FieldFX Back Office users

  • Select a lookup field name to view or modify the existing Mobile Filters for a different lookup field on the active Object

Add or Modify Mobile Filter Criteria

  1. Navigate to an existing Mobile Filter or add a new lookup field to add the Mobile Filter to

    See detailed instructions above.

  2. (Optional) Change the Lookup Label that displays to FieldFX Mobile users

  3. Use the criteria table to enter the rules to use for what to show to the user when they select the field

    As you add a criteria, a new, blank row appears for additional criteria as needed. Continue adding as many criteria rows as needed to filter the lookup results correctly.

    Leave the last row blank when an additional row is not needed.

    • Field: Beginning with the relevant object, specify the field to use to limit the results that display to the use

      1. Using your mouse, click in the field to see valid options.

        or

        Using your keyboard, enter characters to specify the object

        Only valid objects for lookup field can be selected.

      2. Continue to specify object levels until the desired field can be selected

        Only valid objects or fields display as you make selections.

    • Operator: Specify the kind of comparison the result must match in order to display to the user

      • Valid Operator choices depend on the data type of the selected Field.

      • Click in the Operator dropdown to see what is valid for the selected Field, which could include:

        • not equal

        • equals

        • less than or equal

        • greater than or equal

        • less than

        • greater than

        • is null

        • is blank

        • contains

        • doesn't contain

        • starts with

          Leave the Operator field blank if the field should be blank for the result to be included.

    • Value: Specify a value or select another field to use for the comparison

  4. In Filter Logic, enter a Boolean expression for how to use the criteria rows

    If you only have one criteria row, enter the row number, 1

    If you have more than one criteria row, combine the row numbers with and or or so that the correct filter is used.

    A set of criteria with six rows might use a Filter Logic of ( 1 or 2 ) and ( 3 or 4 ) and ( 5 or 6 ).

  5. When the mobile filter is defined as desired, select the Filter Status: Active checkbox to begin using the Mobile Filter when FieldFX Mobile users access the lookup field.

    Field users must perform a full sync after activating the mobile filter for the filter to be available on their device.
Example 1. A possible setup for the Price Book lookup field on the Job object:
A screenshot showing an example of the Mobile Filter setups for a Price Book filter used on the Job object

In this example, for a price book to display for a job when a user selects the Price Book lookup field, the following three rules must all be true:

  1. The Customer on the Job matches the Account on the Price Book

    or

    The Account field on the Price Book is blank

  2. The Office on the Job matches the Office on the Price Book

    or

    The Office field on the Price Book is blank

  3. The Segment on the Job matches the Segment on the Price Book

    or

    The Segment field on the Price Book is blank

Make a filter active or inactive

  • An Active filter is used when a FieldFX Mobile user clicks on the field on their device

  • An Inactive filter is ignored and a FieldFX Mobile user sees all entries for a field that has synced to their device

The filter must have been Active when the user last completed a full sync in order to be used on the device.

Likewise, a filter marked Inactive is not cleared from a mobile device until the next full sync.

  1. Go to https://admin.fieldfx.com, select whether you are working in a Production or Sandbox org, then log in with the org’s credentials

  2. From the Mobile Tools section, select Mobile Filters

  3. Under Option 1, click the dropdown and select the sObject that contains the lookup field

    Type characters into the dropdown field to limit the objects that display

  4. From the left side of the screen, select the lookup field to delete

  5. Select the Filter Status: Active checkbox to make the filter apply to synced mobile devices

    or

    Remove the Filter Status: Active checkmark to ignore the filters on synced mobile devices

Delete Mobile Filters for a Lookup Field

If you are already viewing a filter, you can use the navigation options described above to display the field to delete.

  1. Go to https://admin.fieldfx.com, select whether you are working in a Production or Sandbox org, then log in with the org’s credentials

  2. From the Mobile Tools section, select Mobile Filters

  3. Under Option 1, click the dropdown and select the sObject that contains the lookup field

    Type characters into the dropdown field to limit the objects that display

  4. From the left side of the screen, select the lookup field to delete

  5. Click Delete to remove the filters

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